Stocks pulling back after a huge rally in January is actually good, says Jimmy Lee. He discusses the takeaways from today's retail sales data. He also talks about the outlook for the Fed following this week's data. He notes that there is still a consensus from a sentiment point of view that this is another bear market rally. He then goes over how over the course of the year he thinks bonds will continue to rally, as they did in January. He also mentions portfolio positioning in a volatile market. Tune in to find out more about the stock market today.